Lockheed Martin Shares Purchased by Matrix Asset Advisors

Investment firm increases stake in aerospace giant by nearly 44% in Q4

Apr. 2, 2026 at 10:45am

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Matrix Asset Advisors Inc. NY, an investment management firm, grew its position in Lockheed Martin Corporation (NYSE: LMT) by 43.9% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 33,077 shares of the aerospace company's stock, valued at nearly $16 million.

Why it matters

Lockheed Martin is one of the world's largest defense contractors, with a diverse portfolio spanning military aircraft, missile systems, space technologies, and more. Institutional investors closely monitor changes in ownership of major defense firms as an indicator of market sentiment and potential industry trends.

The details

According to the filing, Matrix Asset Advisors purchased an additional 10,087 shares of Lockheed Martin during the fourth quarter, bringing its total position to 33,077 shares. This represents approximately 1.4% of the firm's total investment portfolio. Lockheed Martin is now Matrix Asset Advisors' 28th largest holding.

  • The SEC filing was submitted on April 2, 2026, covering the fourth quarter of 2025.

The players

Matrix Asset Advisors Inc. NY

An investment management firm that owns a sizable stake in Lockheed Martin Corporation.

Lockheed Martin Corporation

A global aerospace and defense company that designs, develops, and manufactures advanced technology systems for government and commercial customers.

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The takeaway

The increased investment by Matrix Asset Advisors in Lockheed Martin reflects ongoing institutional confidence in the aerospace and defense giant's long-term growth prospects, despite potential near-term market volatility.